| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 13,401,225 | 520,637,000 | 10.45% | ||
| 2 | WELLS FARGO & COMPANY/MN | 8,388,680 | 325,901,000 | 6.54% | ||
| 3 | LPL Financial LLC | 7,603,401 | 297,065,000 | 5.96% | ||
| 4 | FMR LLC | 6,747,782 | 262,151,000 | 5.26% | ||
| 5 | Creative Planning | 6,188,942 | 240,441,000 | 4.83% | ||
| 6 | MORGAN STANLEY | 5,928,106 | 230,307,000 | 4.62% | ||
| 7 | AMERIPRISE FINANCIAL INC | 4,176,846 | 162,316,000 | 3.26% | ||
| 8 | US BANCORP \DE\ | 3,044,888 | 118,294,000 | 2.37% | ||
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | 2,848,958 | 110,682,000 | 2.22% | ||
| 10 | ROYAL BANK OF CANADA | 2,723,559 | 105,811,000 | 2.12% | ||
| 11 | UBS Group AG | 2,655,793 | 103,178,000 | 2.07% | ||
| 12 | AOZORA BANK, LTD. | 2,550,000 | 99,068,000 | 1.99% | ||
| 13 | BlackRock Finance, Inc. | 2,376,003 | 92,307,000 | 1.85% | ||
| 14 | ASSETMARK, INC | 2,203,651 | 85,612,000 | 1.72% | ||
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,109,143 | 81,941,000 | 1.65% | ||
| 16 | WBI INVESTMENTS, LLC | 2,097,614 | 81,493,000 | 1.64% | ||
| 17 | FIFTH THIRD BANCORP | 1,898,771 | 73,767,000 | 1.48% | ||
| 18 | BlackRock Investment Management, LLC | 1,861,486 | 72,319,000 | 1.45% | ||
| 19 | Commonwealth Equity Services, Inc | 1,493,742 | 58,032,000 | 1.17% | ||
| 20 | Ionic Capital Management LLC | 1,469,900 | 57,105,000 | 1.15% | Put | |
| 21 | QS Investors, LLC | 1,425,875 | 55,395,000 | 1.11% | ||
| 22 | Wharton Business Group, LLC | 1,277,648 | 49,637,000 | 1.00% | ||
| 23 | FUKOKU MUTUAL LIFE INSURANCE CO | 1,135,000 | 44,095,000 | 0.89% | ||
| 24 | JPMORGAN CHASE & CO | 1,027,269 | 39,909,000 | 0.80% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 1,015,080 | 39,436,000 | 0.79% | ||
| 26 | ENVESTNET ASSET MANAGEMENT INC | 820,650 | 31,882,000 | 0.64% | ||
| 27 | GOLDMAN SACHS GROUP INC | 733,220 | 28,486,000 | 0.57% | ||
| 28 | Manchester Capital Management LLC | 725,848 | 28,199,000 | 0.57% | ||
| 29 | BANK OF MONTREAL /CAN/ | 716,164 | 27,822,000 | 0.56% | ||
| 30 | RAYMOND JAMES & ASSOCIATES | 701,717 | 27,262,000 | 0.55% | ||
| 31 | Polaris Wealth Advisory Group, LLC | 638,170 | 24,793,000 | 0.50% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 629,372 | 24,451,000 | 0.49% | ||
| 33 | UNIPLAN INVESTMENT COUNSEL, INC. | 623,446 | 24,233,000 | 0.49% | ||
| 34 | Simply Money Advisors | 602,432 | 23,404,000 | 0.47% | ||
| 35 | BlackRock Fund Advisors | 601,904 | 23,384,000 | 0.47% | ||
| 36 | BAIRD FINANCIAL GROUP, INC. | 560,467 | 21,774,000 | 0.44% | ||
| 37 | Stratos Wealth Partners, LTD. | 556,382 | 21,615,000 | 0.43% | ||
| 38 | Berkshire Money Management, Inc. | 549,653 | 21,354,006 | 0.43% | ||
| 39 | Bank of New York Mellon Corp | 528,289 | 20,524,000 | 0.41% | ||
| 40 | Friedenthal Financial | 523,908 | 20,354,000 | 0.41% | ||
| 41 | CREDIT SUISSE AG/ | 521,949 | 20,278,000 | 0.41% | ||
| 42 | First Allied Advisory Services, Inc. | 509,507 | 19,780,000 | 0.40% | ||
| 43 | Avalon Investment & Advisory | 508,266 | 19,746,000 | 0.40% | ||
| 44 | BEACON FINANCIAL GROUP | 453,681 | 18,546,000 | 0.37% | ||
| 45 | MUFG Americas Holdings Corp | 475,027 | 18,455,000 | 0.37% | ||
| 46 | Jaffetilchin Investment Partners, LLC | 464,717 | 18,054,000 | 0.36% | ||
| 47 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 456,146 | 17,721,000 | 0.36% | ||
| 48 | TRUSTMARK BANK TRUST DEPARTMENT | 441,497 | 17,152,000 | 0.34% | ||
| 49 | SUNTRUST BANKS INC | 438,264 | 17,024,000 | 0.34% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 424,749 | 16,520,000 | 0.33% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
